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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
801
WBH Advisory
Maryland
$291K -$16.8K -465 -6%
NNP
802
Nachman Norwood & Parrott
South Carolina
$291K -$145 -4 -0.1%
IHL
803
Investment House LLC
California
$291K – – –
FNB
804
Farmers National Bank
Kentucky
$291K +$279K +7,704 New
OWP
805
Obermeyer Wealth Partners
Colorado
$289K -$10.5K -290 -4%
HVP
806
Hudson Value Partners
Florida
$289K +$278K +7,669 New
FHB
807
First Hawaiian Bank
Hawaii
$285K -$51.6K -1,425 -16%
FIM
808
Fruth Investment Management
Texas
$285K -$7.24K -200 -3%
F
809
F3Logic
Minnesota
$285K +$276K +7,616 New
WSCM
810
Wellington Shields Capital Management
New York
$283K +$272K +7,501 New
CNFG
811
Creegan & Nassoura Financial Group
New Hampshire
$281K -$21.7K -600 -7%
RWG
812
Regal Wealth Group
California
$280K -$65.6K -1,813 -20%
NB
813
Northwest Bancshares
Pennsylvania
$279K -$3.44K -95 -1%
BC
814
Burleson & Co
California
$277K – – –
MC
815
MRJ Capital
New York
$275K -$165K -4,550 -38%
AF
816
Arrow Financial
New York
$275K -$38.9K -1,075 -13%
GWM
817
Geneos Wealth Management
Colorado
$275K -$32.3K -892 -11%
CCMW
818
Cypress Capital Management (Wyoming)
Wyoming
$274K – – –
HFM
819
Harvest Fund Management
China
$273K +$69.7K +1,926 +36%
EIP
820
Ellis Investment Partners
Pennsylvania
$272K -$2.71K -75 -1%
CL
821
CPWM LLC
Washington
$272K +$1.2K +33 +0.5%
IWC
822
Integrated Wealth Concepts
Massachusetts
$272K +$261K +7,199 New
FMWA
823
Forvis Mazars Wealth Advisors
Missouri
$271K -$34.5K -953 -12%
VFA
824
Voya Financial Advisors
Connecticut
$270K -$29.8K -822 -10%
TCPWM
825
Traverso Chambers Private Wealth Management
California
$269K -$4.85K -134 -2%
31 32
33
34 35